Attach files to an invoice
Keep a timesheet, contract or photos on an invoice, and choose which files go with the invoice email.
- Who can do this
- Owners, or people with Create invoices; changing a draft needs Edit invoices
- Where
- Sales, then Invoices
- You'll need
- A new or draft invoice
On this page
Attach files
- Open Sales, then Invoices, and select New invoice, or open a draft invoice to edit it.
- Open Files, below On the invoice.
- Select Choose files, or drop files on the box.
- Tick Send with the email for each file the customer should get with the invoice email.
- Save the invoice.
Picking files saves nothing on its own: they are kept when you save the draft, post it or post and email it.
Limits
- PDF, JPG, PNG or WebP files, the same types bills accept.
- Up to 10 MB for each file.
- Up to 20 files on one invoice.
- Files ticked Send with the email can total 15 MB, so the email stays a size most mailboxes accept.
A file of another type or over 10 MB is refused when you pick it, and again when you save. When the ticked files total more than 15 MB, saving is refused; untick some and they stay on the invoice.
Send files with the email
Post and email lists the ticked files under Files sent with the email, and so does the email dialog on the invoice page. Each invoice email attaches the ticked files, including an email sent again later from the invoice page. Payment reminders don't attach them.
Change or remove files
On a draft, tick or untick Send with the email, or select Remove next to a file, then save. Before you save, Keep undoes a removal. A removed file is deleted when the draft is saved.
Files can be added and changed only while the invoice is a draft. After posting, the files stay with the invoice.
See the files on the invoice
The invoice page shows a Files card with a download link for each file, and marks the ones that go with the email. Downloading needs View invoices.
Next, send the invoice or add billable costs.